Trakker Office 2024.0.5.x Route Sales Trakker 2024.4.9.x First Aid Trakker 2024.4.9.x Field Service Trakker (Android(2024.4.9.x) / iOS(20245.09.x))
Category: Trakker Feature Review
Benefits of Using a Scheduling System in Field Service
Using a scheduling system offers numerous advantages over just going directly to customers. Here’s how: Customer List Feature On the Android device, drivers might have access to a customer list (if enabled by the office). This list includes customers assigned to the route, and it might not be a complete list unless specifically defined for the device. Self-Managed Routes Some …
Trakker 2024 Q1 Updates
Trakker Office 2024.0.2.x Route Sales Trakker 2024.3.1.x Android/iPhone First Aid Trakker 2024.3.1.x Field Service Trakker 2024.1.2.x Download it today on from Google Play Have questions or want to get any of these new features activated, please contact us today.
Enhance Your Sales Process Automation with Exclusive Auto Status
Are you ready for Sales Process Automation, a game-changer in customer management? Trakker now offers dazzling new Customer Auto Status feature! It’s like giving your customer list a supercharged spring cleaning every single night! Sales Process Automation Runs Every Night Picture this: a nightly process that springs into action whenever a new invoice is generated. It swiftly categorizes customers, setting …
Unlock the Power of Automatic Recurring Income
Unlocking Steady Growth with Renewable Income: The Power of Automatic Recurring Billing In the ever-evolving business landscape, finding reliable revenue streams is crucial for sustainable growth. The introduction of Rentals and Recurring Income with automatic recurring billing for rental equipment, renewable contracts, and Software as a Service (SAAS) in Trakker is a game-changer for businesses seeking to capitalize on renewable …
SMART Routing
What is SMART Routing? SMART Routing compares customers for the next service date and geographically combines them, then it calculates the time needed for each customer including travel time and puts them onto a rep’s daily schedule in an optimal way to reduce windshield time. It takes into account the frequency in which customer should be seen. It recognizes that …
SMART Routing
What is SMART Routing? SMART Routing compares customers for the next service date and geographically combines them, then it calculates the time needed for each customer including travel time and puts them onto a rep’s daily schedule in an optimal way to reduce windshield time. It takes into account the frequency in which customer should be seen. It recognizes that …
Why is Field Service Trakker Different?
You may have noticed that at the end of many of out posts it asks if you have different Needs? We can do that. Why do we say that? What does that mean? What we offer that most Field Service Software companies don’t. Field Service Trakker is filled with all kinds of must haves and nice to have features for …
Are You Auto Emailing Invoices to Your Customers?
I run a plumbing company? Why would I need an auto emailed invoice? How about clean legible and accurate invoices automatically emailed to the customer. What obstacles does your business experience when receiving payments from customers? For many field service and routing companies it’s: Illegible handwritten invoices Inaccurate totals on handwritten invoices Invoices not getting to the accounts payable person …
Do Not Sell/Sell Only Items
In this week’s edition of Field Service Trakker Feature Review we will be talking about: Customer’s having Do Not Sell Or Sell Only Items Sometime customers have special needs, especially commercial accounts that are on regular maintenance/service agreements. Ever have a few customers that are adamant about not wanting to purchase a particular item from you? Say for example they …